DHGWA
KOCT icon

Dixon Hughes Goodman Wealth Advisors’s Innovator US Small Cap Power Buffer ETF October KOCT Stock Holding History

Dixon Hughes Goodman Wealth Advisors’s Portfolio KOCT Stock Details KOCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		$1.31M Sell
49,636
-313
-0.6% -$8.21K 0.38% 44
2021
Q4 		$1.37M Buy
+49,949
New +$1.37M 0.45% 33

Other funds holding KOCT

ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
DFA
DHJJ Financial Advisors Naperville, Illinois $347M AUM 22.07% 1-Year Est. Return
BFA
Beacon Financial Advisory Cleveland, Ohio $443M AUM 17.02% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's KOCT Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors reduced its Innovator US Small Cap Power Buffer ETF October (KOCT) stake by 0.63% in Q1 2022, selling an estimated $8.21K and leaving 49,636 shares worth $1.31M. The position accounts for 0.38% of the portfolio, ranked #44.

Dixon Hughes Goodman Wealth Advisors first reported a position in KOCT in Q4 2021 and has held it in 2 quarters since. The position peaked at $1.37M in Q4 2021. 38 funds tracked by Wall St. Rank hold KOCT as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 49,636 shares of Innovator US Small Cap Power Buffer ETF October worth $1.31M as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors sold 313 Innovator US Small Cap Power Buffer ETF October shares in Q1 2022, an estimated $8.21K.
  • Innovator US Small Cap Power Buffer ETF October made up 0.38% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #44 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Innovator US Small Cap Power Buffer ETF October in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's Innovator US Small Cap Power Buffer ETF October position peaked at $1.37M in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Innovator US Small Cap Power Buffer ETF October as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.